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Get Institutions for : 
Live Oak Bancshares, Inc. (LOB)  
$35.41 0.26 (0.73%) as of 4:30 Wed 5/22


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 186    10
Total shares held : 
 28,498,168  
% of shares held : 
 74.64%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   2  
Amount of shares held : 
 213,090  
% of shares held change : 
   0.56%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $28.25  
Last Quarter's Ending Price : 
 $45.50  
Last Quarter's Average Price : 
 $33.56  
Change from last quarter's     
avg. price to the last closing  : 
1.85 (5.51%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
30
 895,363
 3.14%
 
Increased Positions :
54
 1,269,274
 4.45%
 
Unchanged Positions :
40
 768,664
 2.7%
 
Decreased Positions :
62
-1,684,006
-5.91%
 
Closed Positions :
20
-267,541
-0.94%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   CAPITAL RESEARCH & MANAGEMENT CO DIVISION 3 381 *New 2024-03-31 448,766 $18,628,000 448,766
   LOOMIS SAYLES & CO L P 346 *New 2024-03-31 206,168 $8,558,000 206,168
   E. Ohman J:or Asset Management AB 165 *New 2024-03-31 44,600 $1,851,000 44,600
   JACOBS LEVY EQUITY MANAGEMENT INC 660 *New 2024-03-31 32,519 $1,350,000 32,519
   PRINCIPAL FINANCIAL GROUP INC 1871 *New 2024-03-31 22,630 $939,000 22,630
   NATIXIS ASSET MANAGEMENT ADVISORS LP 1249 *New 2024-03-31 21,298 $884,000 21,298
   PINNACLE ASSOCIATES LTD 500 *New 2024-03-31 20,533 $852,000 20,533
   OPTIONS SOLUTIONS LLC 140 *New 2024-03-31 7,959 $330,000 7,959
   Jump Financial LLC 1428 *New 2024-03-31 7,387 $307,000 7,387
   XTX Topco Ltd 894 *New 2024-03-31 6,927 $288,000 6,927
   nVerses Capital LLC 90 *New 2024-03-31 4,000 $166,000 4,000
   PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 1390 *New 2024-03-31 3,100 $129,000 3,100
   Independence Bank of Kentucky 334 *New 2024-03-31 1,050 $44,000 1,050
   HANSEATIC MANAGEMENT SERVICES INC 102 *New 2024-03-31 133 $6,000 133
   MATHER GROUP, INC. 1335 *New 2024-03-31 133 $6,000 133
   Gilliland Jeter Wealth Management LLC 525 *New 2024-03-31 74 $3,000 74
   MASSMUTUAL TRUST CO FSB/ADV 1413 *New 2024-03-31 67 $3,000 67
   First PREMIER Bank 439 *New 2024-03-31 47 $2,000 47
   First Command Advisory Services Inc. 513 *New 2024-03-31 15 $1,000 15
   Nelson Van Denburg & Campbell Wealth Management Gr 2706 *New 2024-03-31 7 $0 7
   Steward Financial Group LLC 1345 *New 2023-09-30 28 $0 28
  21 Records found
  1    
  Page 1 of 1
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